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Specialist role services all existing clients of the Company that form part of an allocated team. Attending requirements to complete any deal. 1Ensure that the Company is always compliant with regards to the regulations circumstances. Achievement of targets as set by the Company and its targets and deliverables Recognised FSCA license Class of Business training completed as per Company and FSCA requirements. Experience as a Wealth/Relationship Instruments being Equities, Fixed Income, Bonds, Listed Property & Cash Instruments as well as Local
Specialist role services all existing clients of the Company that form part of an allocated team. Attending requirements to complete any deal. 1Ensure that the Company is always compliant with regards to the regulations circumstances. Achievement of targets as set by the Company and its targets and deliverables Recognised FSCA license Class of Business training completed as per Company and FSCA requirements. Experience as a Wealth/Relationship Instruments being Equities, Fixed Income, Bonds, Listed Property & Cash Instruments as well as Local
leads are contacted and followed up within the company's set time lines
individuals build a trusting relationship with the Company's private wealth clients, fostering confidence and leads are contacted and followed up within the Company's set timelines. Maintenance, reconciliation and requirements to complete any deal. Ensure that the Company is always compliant with regards to the regulations Instruments being Equities, Fixed Income, Bonds, Listed Property & Cash Instruments as well as Local planning. Class of Business training completed as per Company and FSCA requirements. Has been licensed for the
individuals build a trusting relationship with the Company's private wealth clients, fostering confidence and leads are contacted and followed up within the Company's set timelines. Maintenance, reconciliation and requirements to complete any deal. Ensure that the Company is always compliant with regards to the regulations Instruments being Equities, Fixed Income, Bonds, Listed Property & Cash Instruments as well as Local planning. Class of Business training completed as per Company and FSCA requirements. Has been licensed for the
after the closing date Furthermore note that no advertisement may in any way make reference to /or exclude
after the closing date Furthermore note that no advertisement may in any way make reference to /or exclude
leads are contacted and followed up within the company's set time lines Maintenance, reconciliation and Specialist team as per company's set guidelines Full and proper use of the company's CRM package XPlan Checking to complete a deal Understanding of company products Ensure company is always compliant with the regulations circumstances Achievement of targets set by the company and it's targets and deliverables Knowledge and Instruments being Equities, Fixed income, Bonds, Listed Property and Cash Instruments as well as local